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Job Details
2021-24916 -

Seasonal Tax Expert Lead

Location(s): Remote
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Join our mission

Intuit is a global technology platform that helps our customers and communities overcome their most important financial challenges. We help give over 50 million consumer, small business, and self-employed customers around the world the opportunity to prosper.

Overview

If you're highly motivated individual with active credentials (CPA/EA/Practicing Attorney) and excellent communication skills, we need your help in leading a team of agents. Our agents will be helping customers navigate through the TurboTax experience and assist with technology.  We need a leader that the agents can turn to for assistance and growth.  You’ll advance our goal of “doing the nation’s taxes” by providing product guidance and support to our agents as they navigate, research and assist customers through the TurboTax experience.  You’ll also play an important role in our effort to enhance our brand by creating Turbo Tax “net promoters.”

A Tax Expert Lead is responsible for providing live support for our Tax Expert agents.

What you'll bring

Must possess active credential:

  • EA (Enrolled Agent) or
  • CPA (Certified Public Accountant) or
  • Practicing Attorney with strong tax preparation experience

3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software

2+ year’s leadership experience

Completed at least a full season in FY20 as a Tax Expert agent

Extensive knowledge of tax laws

In-depth understanding of tax concepts and processes

Experience using major tax preparation software; experience with electronic filing

Experience preparing federal and state returns either individual (1040) required and business (1120, 1120S, 1065, 1041) a plus

Experience providing support in a technical PC environment a plus

 

 

How you will lead

TYPICAL DELIVERABLES:  Accurate Tax Advice to Seasonal Agents during tax season.  Assist Managers with team responsibilities.  Accurate Help Desk answers to agent inquiries.  Accurate time tracking for hours spent in each functional area.  Monitor agents to ensure compliance with IRS and other agency requirements regarding Tax Advice or Audit Support.  Flexibility to work overtime hours when required during tax season.  Work under pressure of meeting team productivity goals. Successful candidates must be willing to flex to meet team goals.

 

TEAM / LEADERSHIP SKILLS:  Demonstrates a sincere desire for a quality agent experience/quality customer experience and understands the impact of "Net Promoters" and "Quality of Service"   Flexible team player attitude  Promotes/fosters a positive work environment  Maintains positive working relationships  Positive, flexible approach to change  Collaborative approach to problem solving  Understands individual impact on team's successANALYTICAL SKILLS:  Able to research, analyze and determine an appropriate course of action in a variety of situations  Able to research IRS and state publications, regulations, and GAAP publications  Excellent numerical, abstract and verbal reasoning skills  Solves moderately complex problems exercising good judgment

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"One of the things that stands about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
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"Working at Intuit is satisfying because our goal is not to get customers to spend as much time on our products. We want to make their financial lives easier whether it's filling out taxes or helping small businesses operate. It's a great combination of experimenting with new technology while also staying close to tangible problems for real people."
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Conrad Intuit employee
"Working at Intuit is satisfying because our goal is not to get customers to spend as much time on our products. We want to make their financial lives easier whether it's filling out taxes or helping small businesses operate. It's a great combination of experimenting with new technology while also staying close to tangible problems for real people."
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Alexandria Intuit employee
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
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Emily Intuit employee
"One of the things that stands about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
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Troy Intuit employee
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
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Natalie Intuit employee
"I really felt drawn to Intuit because it's a place where I feel like I can make super meaningful impact on customers’ lives and their day-to-day. Finances are tricky and it’s emotional and stressful, and if I can help lift that burden off of someone, I feel like it’s worth it."
Emily at work
Emily Intuit employee
"One of the things that stands out about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
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Heather Intuit employee
"By feeding our customers' data through machine learning algorithms, we uncover valuable insights that empower millions of customers to feel more confident about their financial future."
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Alexandria Intuit employee
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
Troy at work
Troy Intuit employee
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
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Alexandria Intuit employee
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
Emily at work
Emily Intuit employee
"One of the things that stands out about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
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"One of my favorite aspects of this role is that my work is helping small business owners achieve their business goals by solving complex financial problems. It's gratifying to know that the work that I'm doing directly impacts consumers and makes their lives easier so that they can focus their energy on growing their business."
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Troy Intuit employee
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
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Carl Intuit employee
"I know that as a product manager at Intuit, my impact matters. Our products support millions of small businesses and individuals around the globe with their finances, delivering more money and fueling the success of real people."

Hear from our employees

Conrad De Peuter

Senior Data Scientist - Machine Learning Futures Group

Conrad leverages tools like natural language processing and machine learning to help tax analysts and small business owners use TurboTax and QuickBooks more efficiently. For Conrad, Intuit is a great place to learn, grow, and take full ownership of your career path.

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